-91.6%
AMIX vs VIG
+19.5%
-111.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.1% | -5.1% | -15.3% |
| 7D | -25.1% | +2.7% | -27.9% | -37.3% |
| 30D | -54.5% | +7.0% | -61.5% | -71.1% |
| 3M | -91.7% | +4.0% | -95.8% | -93.8% |
| 6M | -79.4% | +12.3% | -91.7% | -85.3% |
| YTD | -86.1% | +16.4% | -102.4% | -89.6% |
| 1Y | -91.6% | +19.2% | -110.8% | -93.0% |
| All | -91.6% | +19.5% | -111.1% | -93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VIG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling